NiCE (NASDAQ:NICE) Issues Quarterly Earnings Results, Beats Expectations By $0.06 EPS

NiCE (NASDAQ:NICE) posted its earnings results on Wednesday. The technology company reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.78 by $0.06, FiscalAI reports. The firm had revenue of $790.70 million during the quarter, compared to analysts’ expectations of $785.75 million. NiCE had a return on equity of 15.46% and a net margin of 13.86%. The firm’s revenue was up 8.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.18 earnings per share.

Here are the key takeaways from NiCE’s conference call:

• NICE reported Q3 revenue of $791 million, up 8%, and adjusted EPS of $2.84, both above the high end of guidance. It raised its full-year EPS outlook to $11.12–$11.32 and expects operating margin to finish slightly above its prior 25%–26% range.
• Cloud revenue grew 10.6% in Q3, or 12.2% excluding a one-time $10 million customer credit; NICE now expects full-year cloud growth of approximately 12%. Management cited slower AI revenue ramps, weaker growth in standalone workforce management and connectivity, delayed financial-crime cloud migrations, and a softer-than-usual Q4 seasonal uplift.
• AI ARR grew 46% year over year to $392 million, while CXone backlog increased 27%; management also highlighted major enterprise wins and Cognigy’s strongest quarter of the year for deal volume and new customers. However, executives said converting AI demand and backlog into revenue is taking time as large enterprises prioritize security, governance, and deployment at scale.
• International revenue grew 33% year over year, with international cloud revenue up 50% on a constant-currency basis, supported by partner momentum and new Cognigy wins. NICE said international markets and its partner ecosystem remain important growth opportunities.
• NICE plans to reduce its global workforce by approximately 5%, with $15 million–$20 million in restructuring charges expected, primarily in Q4. It also lowered its 2026 free-cash-flow margin outlook to 10%–12% reported, citing non-recurring costs, partner investment, and higher cash taxes.

NiCE Stock Performance

NASDAQ NICE traded down $3.41 during trading on Thursday, reaching $96.18. The company’s stock had a trading volume of 558,367 shares, compared to its average volume of 687,774. The firm has a market cap of $5.62 billion, a price-to-earnings ratio of 14.01, a P/E/G ratio of 1.16 and a beta of 0.77. NiCE has a twelve month low of $83.10 and a twelve month high of $136.52. The business’s fifty day moving average price is $111.00 and its 200-day moving average price is $104.96.

Analyst Ratings Changes

Several brokerages have recently issued reports on NICE. Citizens Jmp lowered their target price on shares of NiCE from $170.00 to $158.00 and set a “market outperform” rating for the company in a report on Thursday. Weiss Ratings upgraded shares of NiCE from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 2nd. Yorkville Ives began coverage on shares of NiCE in a research report on Monday, October 5th. They issued an “in-line” rating and a $125.00 price target for the company. Royal Bank Of Canada upped their price objective on shares of NiCE from $130.00 to $145.00 and gave the company an “outperform” rating in a research note on Thursday, September 24th. Finally, Oppenheimer upgraded shares of NiCE from a “market perform” rating to an “outperform” rating and set a $150.00 price objective for the company in a research note on Wednesday, September 30th. Nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $130.86.

Trending Headlines about NiCE

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q3 revenue rose 8% year over year to $790.7 million, including 10.6% growth in cloud revenue, and EPS of $2.84 exceeded the $2.78 consensus estimate. NiCE said results exceeded its guidance ranges. NiCE Q3 results
• Positive Sentiment: NiCE is pushing to expand AI-powered customer service in EMEA beyond enterprise pilot programs, which could support future adoption and growth. NiCE EMEA AI customer-service push
• Neutral Sentiment: Citizens JMP lowered its price target to $158 from $170 but kept a “market outperform” rating, implying substantial upside from the cited share price. The reduced target is a more cautious estimate, despite the continued positive rating. Citizens JMP recommendation
• Negative Sentiment: NiCE plans to cut about 500 jobs, roughly 5% of its workforce. The CEO tied the reductions, including in R&D, to AI-driven productivity gains; the move may improve efficiency but also raises questions about restructuring and investment priorities. CEO discusses job cuts and AI productivity
• Negative Sentiment: Despite beating quarterly estimates, earnings were below the year-ago level, and a report said non-GAAP earnings declined. That year-over-year weakness may temper the positive headline from the revenue and estimate beats. NiCE Q3 non-GAAP earnings report
• Negative Sentiment: The sale process for Actimize remains ongoing, with no update on the reported potential $2 billion Brookfield transaction. The lack of clarity leaves uncertainty around the timing and outcome. Actimize sale process update

Insider Activity at NiCE

In other news, VP Udi Dayan sold 500 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $100.00, for a total transaction of $50,000.00. Following the completion of the sale, the vice president owned 500 shares in the company, valued at approximately $50,000. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.02% of the company’s stock.

NiCE Company Profile

NICE Ltd. (NASDAQ: NICE) is a technology company that provides cloud-based software and artificial intelligence solutions for customer experience, employee engagement, and business operations. Its platforms help organizations manage customer interactions across voice, digital, and other communication channels while using analytics and automation to improve service and operational performance.

The company’s portfolio includes NICE CXone, a cloud customer experience platform that supports contact-center operations, workforce management, analytics, and digital engagement.